WTRG icon

Essential Utilities
WTRG

Overview Fund Activity

570 hedge funds and large institutions have $7.02B invested in Essential Utilities in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 194 increasing their positions, 169 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
-6
Holders Change %
-1.04%
% of All Funds
11.72%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
62
Increased
194
Reduced
169
Closed
64
Calls
$5.99M
Puts
$6.58M
Net Calls
-$595K
Net Calls Change
-$862K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.08B
2
Principal Financial Group
2
Principal Financial Group
Iowa
$44.5M
3
BlackRock
3
BlackRock
New York
$968M
4
NI
4
Nuance Investments
Missouri
$78M
5
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$125M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$5.41M
2
State Street
2
State Street
Massachusetts
$415M
3
Invesco
3
Invesco
Georgia
$95.4M
4
FAM
4
Fenimore Asset Management
New York
$0
5
CC
5
Carlson Capital
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
176
HighTower Advisors
Illinois
$1.71M -$21.2K -503 -1%
SOADOR
177
State of Alaska Department of Revenue
Alaska
$1.67M +$104K +2,459 +7%
MCM
178
Manchester Capital Management
Vermont
$1.67M +$718K +17,000 +76%
SIAP
179
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.66M -$19.6K -463 -1%
Handelsbanken Fonder
180
Handelsbanken Fonder
Sweden
$1.62M +$1.62M +38,367 New
SPC
181
Sigma Planning Corp
Michigan
$1.6M +$208K +4,916 +15%
GT
182
Glenmede Trust
Pennsylvania
$1.59M -$343K -8,121 -18%
Nomura Asset Management
183
Nomura Asset Management
Japan
$1.58M – – –
KBC Group
184
KBC Group
Belgium
$1.58M +$367K +8,689 +30%
AAF
185
Andra AP-fonden
Sweden
$1.52M -$3.01M -71,200 -66%
BCIM
186
British Columbia Investment Management
British Columbia, Canada
$1.51M +$511K +12,090 +51%
HW
187
Hancock Whitney
Mississippi
$1.49M +$1.49M +35,354 New
IA
188
Independence Advisors
Pennsylvania
$1.48M – – –
CBT
189
Capital Bank & Trust
California
$1.47M – – –
Mitsubishi UFJ Asset Management
190
Mitsubishi UFJ Asset Management
Japan
$1.46M +$139K +3,292 +10%
WSFS
191
Wilmington Savings Fund Society
Delaware
$1.46M +$2.62K +62 +0.2%
Millennium Management
192
Millennium Management
New York
$1.45M +$163K +3,859 +13%
TRSOTSOK
193
Teachers Retirement System of the State of Kentucky
Kentucky
$1.44M +$106K +2,500 +8%
FPFS
194
First Personal Financial Services
North Carolina
$1.43M +$54.3K +1,286 +4%
Macquarie Group
195
Macquarie Group
Australia
$1.42M +$187K +4,439 +15%
CA
196
Continuum Advisory
Idaho
$1.4M – – –
CS
197
Candriam SCA
Luxembourg
$1.39M +$1.39M +32,817 New
FRAF
198
Första AP-fonden
Sweden
$1.39M -$241K -5,700 -15%
Mercer Global Advisors
199
Mercer Global Advisors
Colorado
$1.38M -$164K -3,879 -11%
SO
200
STRS Ohio
Ohio
$1.38M +$535K +12,679 +64%
6 7
8
9 10